401(k) · DOL Form 5500 · 2023

American United Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$493M
Total assets Above avg plan size
2,436
Participants Above avg headcount
97th
Percentile by assets National rank
$202,578
Avg per participant Above avg balance/head
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Official DOL plan name: American United Life Progress Sharing Plan and Trust · Sponsored by American United Life Insurance Company · Indiana · Finance & Insurance

$493M in assets, 2,436 participants

American United Life Insurance Company's American United Life Progress Sharing Plan and Trust reported $493M in total assets and 2,436 participants in its 2023 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,460 in Finance & Insurance (8,869 peers)

Coverage in Indiana

American United Life Progress Sharing Plan and Trust covers 2,436 participants in Indiana, 4.5x the typical Indiana plan (state average ~541 per filing). Assets: $493M.

#8,460
in Finance & Insurance (8,869 peers)
+12.3%
assets growth YoY
5.0×
vs typical plan assets (national mean)

American United Life Progress Sharing Plan and Trust's outsized position by total assets

American United Life Progress Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$493,479,606 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

American United Life Progress Sharing Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American United Life Progress Sharing Plan and Trust lands in the large band (2,436 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American United Life Progress Sharing Plan and Trust reported net income rose from -$54M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • American United Life Progress Sharing Plan and Trust end-of-year assets rose from $439M in the plan year 2022 filing to $493M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350145825 · American United Life Insurance Company PY 2023 · 401(k)

American United Life Progress Sharing Plan and Trust · $493M · 2,436 · 97th

  • IND $493M
  • IND 2,436
  • IND 97th
  • IND 401(k)
  • IND near Federal Signal Corporation Retirement Savings Plan
  • IND ind #8460

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Indiana →

American United Life Progress Sharing Plan and Trust in the asset neighbourhood

Alixpartners 401(k) Savings and Firm Contribution PlanAlixpartners 401(k) Savings …$494MSsab Enterprises, LLC Retirement Savings and Profit Sharing PlanSsab Enterprises, LLC Retire…$494MFederal Signal Corporation Retirement Savings PlanFederal Signal Corporation R…$494MAmerican United Life Progress Sharing Plan and TrustAmerican United Life Progres…$493MWatsco, Inc. Profit Sharing Retirement Plan and TrustWatsco, Inc. Profit Sharing …$493M
End-of-year total assets ($M) among American United Life Progress Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$439M
Net Assets (End of Year)$493M
Net Income$54M
Employer EIN350145825
Plan Effective Date1969-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (American United Life Insurance Company)

Sponsor-wide plan assets over time

All American United Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$598M 23.423860786181937% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $485M $598M ▲ +23.4%
Year Plans Participants Total Assets
2022 2 3,243 $485M
2023 2 3,213 $545M
2024 2 3,252 $598M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

American United Life Progress Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants American United Life Progress Sharing Plan and Trust, Total assets ($B): 0.493479606 · Participants: 2436American United Life Progress Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
American United Life Progress Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare American United Life Progress Sharing Plan and Trust side-by-side with 3 peers →

American United Life Progress Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Federal Signal Corporation Retirement Savings Plan in IL ($494M); by covered participants it is San Francisco Electrical Workers Retirement Savings Plan in CA (2,437 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,436 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American United Life Progress Sharing Plan and Trust assets move in 2023? ▼
American United Life Progress Sharing Plan and Trust grew at a solid clip - up 12.3% during 2023, from $439M to $493M. Reported net income was $54M.
How have American United Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American United Life Insurance Company's sponsor-wide assets grew 23.4%, from $485M to $598M.
Where does American United Life Progress Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
American United Life Progress Sharing Plan and Trust ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to American United Life Progress Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Federal Signal Corporation Retirement Savings Plan in IL ($494M, 3,383 participants).
Which 401(k) plans cover a similar participant headcount to American United Life Progress Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is San Francisco Electrical Workers Retirement Savings Plan in CA (2,437 participants, $595M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350145825.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.